Trusts & Estates Paralegal

Job Description

Paralegal | SR Staffing

The Tone:
This is a full-time hybrid role at a highly regarded NYC law firm, located in New York City, NY. The firm is expanding its Private Client Practice and seeks an experienced paralegal to support its sophisticated legal work. This role is crucial for managing complex estate planning, probate, and trust administration matters, directly contributing to the practice’s growth and ability to serve a discerning clientele. The firm values a collaborative and client-focused environment, offering a unique opportunity to work alongside a respected legal team.

The TL;DR
• Role: Full Time
• Type: Hybrid
• Location: Hybrid, New York City, NY
• Pay: $175000 yearly
• Team: Supports a growing Private Client Practice alongside a respected legal team.
• Mission: To provide experienced paralegal support for sophisticated estate planning, probate, and trust administration matters.

What You’ll Actually Do
• Court Filings: Prepare and file probate and estate administration documents with New York Surrogate’s Court.
• Trust Management: Assist with trust administration, accountings, and distributions.
• Document Drafting: Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Client Coordination: Coordinate with clients, fiduciaries, beneficiaries, accountants, and financial institutions.
• Case Management: Manage filings, deadlines, and case documentation for multiple matters.

The Must-Haves
• Background: Senior-level Trusts & Estates paralegal with strong knowledge of New York Surrogate’s Court procedures.
• Experience: 5+ years of Trusts & Estates paralegal experience, including expertise in probate, estate administration, and trust accountings.
• Skills: Excellent organizational, communication, and client service skills; detail-oriented and capable of managing multiple matters simultaneously.